The Greater Atlantic City Chamber recently kicked off its 2026 virtual Lunch and Learn series with an insightful session featuring Dani Mack and Debbie Kramer from Boardwalk Bookkeeping on March 24, 2026. With over 50 years of combined experience, the duo shared a roadmap for small business owners to transform bookkeeping from a “late-night panic” into a streamlined routine.
Key Takeaways from the Session:
- Establishing Rhythms: The presenters outlined essential bookkeeping habits categorized by weekly, monthly, quarterly, and annual tasks to help business owners maintain accurate financial records year-round.
- The “Business Dashboard”: Debbie and Dani highlighted five critical numbers every owner should monitor monthly: revenue, profit, cash on hand, profit margin, and the break-even point.
- Tax Readiness: The session covered important upcoming changes, including the 1099 filing threshold increase (rising from $600 to $2,000 in 2026) and the importance of securing W-9 forms before issuing payments to contractors.
- Software Over Spreadsheets: Attendees learned why professional accounting software, like QuickBooks, is a superior alternative to spreadsheets for tracking expenses and managing liabilities like sales tax and payroll.
- Avoiding Common Pitfalls: The presentation concluded with a Q&A addressing common mistakes, such as improper categorization of interest expenses and the specific receipt-tracking needs of nonprofits and independent contractors.
Watch the Full Presentation. Missed the live session? You can catch the full replay on our YouTube channel to get the expert details on tax deadlines, financial planning, and the best apps for tracking your business expenses.
